Q: Could you please comment on WIN financials just released.
thank you
thank you
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: would appreciate an update...
how was their last quarter report (april 20th)??
recent increase in stock price has been encouraging but do you think it can continue?
how was their last quarter report (april 20th)??
recent increase in stock price has been encouraging but do you think it can continue?
Q: Hello Peter and Ryan
CGI has done very well for me and I am considering trimming it and applying the funds to FLIR, a company you have frequently recommended. Could I have your opinion on this move?
Thanks for everything. ( Really like the changes! Between you and your clients I am learning daily. Also reading Market Masters. Great read.)
CGI has done very well for me and I am considering trimming it and applying the funds to FLIR, a company you have frequently recommended. Could I have your opinion on this move?
Thanks for everything. ( Really like the changes! Between you and your clients I am learning daily. Also reading Market Masters. Great read.)
Q: Hello,
I had a portfolio with 40 Canadian stocks and it was just too many. For one thing it was too hard to follow them all and because my canadian equities only represent 60% of my portfolio, I didn't benefit much when one of the stocks did well. I've been working towards 25-28 names, selling the ones I don't want as they recover and adding them to the other positions.
I have one too many tech stocks and am trying to figure out which one to drop. I'm starting think it should be CSU as it seems to have topped out and doesn't have much organic growth. What are your thoughts on this?
My current tech stocks are OTC, ESL, CSU, SYZ, GIB, SH and TNC. Yesterday I added to OTC, ESL and SH.
Carla
I had a portfolio with 40 Canadian stocks and it was just too many. For one thing it was too hard to follow them all and because my canadian equities only represent 60% of my portfolio, I didn't benefit much when one of the stocks did well. I've been working towards 25-28 names, selling the ones I don't want as they recover and adding them to the other positions.
I have one too many tech stocks and am trying to figure out which one to drop. I'm starting think it should be CSU as it seems to have topped out and doesn't have much organic growth. What are your thoughts on this?
My current tech stocks are OTC, ESL, CSU, SYZ, GIB, SH and TNC. Yesterday I added to OTC, ESL and SH.
Carla
Q: Hey guys,
I have held on to tucows and it has had a nice jump in value recently, any reason why? I know you have dropped it from your portfolio, is it still a hold?
Thanks
I have held on to tucows and it has had a nice jump in value recently, any reason why? I know you have dropped it from your portfolio, is it still a hold?
Thanks
Q: There seems to be some legal troubles surrounding Mitel's recent deal. Bit of a sell-off since the announcement. Do you still like the stock and the latest deal?
Q: I am choosing between KXS and ESL? Are they in the same business? Between these two stocks, which one offers a better value and has the most potential in the future? thanks.
Q: In the tech space I own OTC, ESL, CSU, SYZ, GiB, SH and TNC.
I'd like to add to them with some new cash. Are there any you wouldn't add to right now? And in what order would you add?
I'd like to add to them with some new cash. Are there any you wouldn't add to right now? And in what order would you add?
Q: It's been a year since someone asked your opinion about Mediagrif. When I look at their financial results, they seem to be a steady performer, with nice incremental growth. And yet the share price is not reflecting this. Is this share a bargain at today's prices, or am I missing something?
Q: Hi folks,now that Mitel announced takeover of Polycom,can please get your view of deal,ie good or overpay?. Going forward would you recommend Mitel as sold off 10% on announcement,what didn't investment community like about the deal. Thanks as always,jb
Q: In Constellation Software Annual Meeting voting instructions, we are asked for vote for:
A SPECIAL RESOLUTION AUTHORIZING AND APPROVING AN AMENDMENT TO THE ARTICLES IN ORDER TO (I) CREATE A NEW CLASS OF COMMON SHARES TO BE DESIGNATED AS DE COMMON SHARES, TO BE ISSUABLE AT ANY TIME OR FROM TIME TO TIME AT THE DISCRETION OF THE BOARD OF DIRECTORS OF THE CORPORATION, (II) AMEND AND RESTATE THE RIGHTS, PRIVILEGES, RESTRICTIONS AND CONDITIONS ATTACHING TO THE COMMON SHARES OF THE CORPORATION, AS APPLICABLE, TO REFLECT THE CREATION OF THE DE COMMON SHARES, AND (III) CHANGE THE BASIS UPON WHICH THE MAXIMUM NUMBER OF CLASS A PREFERRED SHARES WHICH MAY BE ISSUED BY THE CORPORATION IS CALCULATED TO REFLECT THE NUMBER OF ISSUED AND OUTSTANDING COMMON SHARES ON A FULLY DILUTED BASIS, ALL AS MORE PARTICULARLY DESCRIBED IN THE ACCOMPANYING MANAGEMENT INFORMATION CIRCULAR.
I have read the Management Information Circular. My understanding: one can convert common shares to DE common shares and must be held for one year from the date of issue. Holders of DE common shares are not expected to be paid regular dividends. DE Common shares will not be listed on any stock exchange. DE common shareholders will be able to reinvest dividends (DRIP) in a more tax efficient manner. If any point is incorrectly, please advise.
My questions are:
1) How would you recommend voting for this resolution?
2) If this resolution was passed and DE Common Shares are made available, what investment criteria would one choose convert to DE Common Share versus keeping Common Shares?
3) Is creation of DE common stocks a common practice in public listed companies (either in Canada or US)? If yes, what other listed Canadian companies have issue this type of stocks?
Thank you.
A SPECIAL RESOLUTION AUTHORIZING AND APPROVING AN AMENDMENT TO THE ARTICLES IN ORDER TO (I) CREATE A NEW CLASS OF COMMON SHARES TO BE DESIGNATED AS DE COMMON SHARES, TO BE ISSUABLE AT ANY TIME OR FROM TIME TO TIME AT THE DISCRETION OF THE BOARD OF DIRECTORS OF THE CORPORATION, (II) AMEND AND RESTATE THE RIGHTS, PRIVILEGES, RESTRICTIONS AND CONDITIONS ATTACHING TO THE COMMON SHARES OF THE CORPORATION, AS APPLICABLE, TO REFLECT THE CREATION OF THE DE COMMON SHARES, AND (III) CHANGE THE BASIS UPON WHICH THE MAXIMUM NUMBER OF CLASS A PREFERRED SHARES WHICH MAY BE ISSUED BY THE CORPORATION IS CALCULATED TO REFLECT THE NUMBER OF ISSUED AND OUTSTANDING COMMON SHARES ON A FULLY DILUTED BASIS, ALL AS MORE PARTICULARLY DESCRIBED IN THE ACCOMPANYING MANAGEMENT INFORMATION CIRCULAR.
I have read the Management Information Circular. My understanding: one can convert common shares to DE common shares and must be held for one year from the date of issue. Holders of DE common shares are not expected to be paid regular dividends. DE Common shares will not be listed on any stock exchange. DE common shareholders will be able to reinvest dividends (DRIP) in a more tax efficient manner. If any point is incorrectly, please advise.
My questions are:
1) How would you recommend voting for this resolution?
2) If this resolution was passed and DE Common Shares are made available, what investment criteria would one choose convert to DE Common Share versus keeping Common Shares?
3) Is creation of DE common stocks a common practice in public listed companies (either in Canada or US)? If yes, what other listed Canadian companies have issue this type of stocks?
Thank you.
Q: would you consider face book worth holding as well would it even be a core position
Q: Based on their current earnings report, what risk do you see with Sandvine and at what price would you consider it a buy. What is the lowest you think the price can go?
Appreciate your general thoughts about the company, management etc.
Appreciate your general thoughts about the company, management etc.
Q: In the last few months the company is going only sideways, your views on it would be appreciated.
Q: The take-over of Polycom by Mitel has been widely rumoured, and apparently this will be structured as a takeover of PLCM by MNW. I thought that in general in a takeover the shares of the takeover would go down, and that of the target will go up as a premium would have to be paid. What is your view?
Q: I have a half position and my cost was $ 8.71 in US, today up between 4 to 5%. Based on Bloomberg it is a advanced talk merge with Polycom. Based on your previous comment it has a fair amount of debt already. On April 1 a Forida company has a target price of $ 12.57. Should I buy more from here?
Q: I'm doing some portfolio re-balancing, and realized I have a 30% Technology weighting. Is this too high a weighting, in this climate. My stocks are ESL, CSU, DH, FB, SHOP:US, NVDA:US. If a divestment is in order ... which would you get rid of? (It's like choosing between favourite children, since they've all behaved admirably for me.) I'm only concerned that my weighting is out of proportion to what it should be. Thanks!
Q: Good morning,
Please comment on results and outlook. It would appear they are on track to survive. Does the Blackberry Radar offering compete with Descartes (DSG)? I hold 2%.
Please comment on results and outlook. It would appear they are on track to survive. Does the Blackberry Radar offering compete with Descartes (DSG)? I hold 2%.
Q: Would you give me your assessment of this company please, and what other company would you favor over this one. Thank you.
Q: Hi 5i - Could I get your comments on this company. It is a small cap (85m) and looks like it has some growth. I'd appreciate your feedback on the financials and prospects. Thanks.